Tax Operations Analyst (Max $27/hr W2)

Lenmar Consulting Inc. • Jersey City, NJ

100d

About The Position

The principal accountabilities of this position is to support all aspects of tax filings in our global markets for our Stock Plan/Retirements business under Shareworks by Brokerage concentrating on the US markets initially. Currently our global markets include Canada, United States, Australia, United Kingdom, and New Zealand. The incumbent has the necessary skills to complete tasks on our proprietary software, Shareworks, excel and third-party tax programs, and has the necessary knowledge to conduct research for the different jurisdictions and any new countries that Shareworks moves into.

Requirements

• 1-3 years’ experience; prior experience in banking/financial services operations a plus
• Bachelors degree
• Strong analytical skillset with the ability and desire to learn complex technical regulations, processes, and solutions
• Experience with Tax regulations and operational processes
• Familiarity US reporting for global employee share plan requirements
• Comprehensive understanding of Microsoft Excel
• A good understanding of Operations, Technology, & Risk

Nice To Haves

• Previous employee share plan and tax production background would be advantageous
• Develop knowledge and expertise in the related Tax regulations, operational functions, and systems
• Analytical, accurate, and strong problem-solving skills essential
• Vocal ability to challenge business deficiencies identified through the tax production process
• An ability to articulate issues both in verbal and written form to help aid swift resolution
• Comfortable with technology and technical concepts in a fast-paced changing environment
• A deep belief in team success, collaboration and a willingness to adapt to continuous change
• An ability to work independently, handle numerous assignments concurrently and consistently be a self-starter that excels at meeting and exceeding professional goals
• Excellent time management skills during tight deadlines

Responsibilities

• Review and ensure 1099/1042-S Reporting is accurate
• Update excel files for accurate reporting values
• Ensure participant data is accurate
• Attain appropriate approvals, document and confirm successful submissions per jurisdiction
• Ensure that all tax filings and reporting for Corporate Clients and Shareworks by Brokerage, are issued accurately and timely
• Review IRS filings and State filings are accurate
• Contribute to the annual tax production project plan to ensure that all relevant tasks are captured throughout the year
• Perform all required testing on tax forms that are issued from Shareworks to ensure accuracy through preliminary reviews
• Manage any special handling requirements for clients inclusive of tax form amendments for clients
• Audit tax form generation to ensure all forms for all clients have been completed
• Proactively provide project updates to Tax Manager as required to ensure the success of tax activities
• Update processes and procedures policy portal as required

What This Job Offers

• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees